Kyle Ellsworth, CFP®, BBA (Hons), FCSI®, RRC®, PFP®

CERTIFIED FINANCIAL PLANNER®

For over 10 years, I have been helping individuals and families expand their wealth and reach their lifestyle goals. Honored to be working in partnership with Sean Corcoran & Partners established and professional team. 

Keeping up with changing market conditions and my continuing education are vital parts of my role. I hold a Bachelor of Business Administration (Honours) Degree with a concentration in Finance from Brock University. Over the years I have successfully completed various financial services courses to receive the following designations: Certified Financial Planner (CFP®), Personal Financial Planner (PFP®), Fellow of CSI (FCSI®) and Registered Retirement Consultant (RRC®).  

My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe it is important to stay in regular contact to ensure we are progressing and evolving your plan.  

My passion for helping our clients and dedication towards the Niagara Community has driven me to work with families who have a loved one with special needs. In addition, I also enjoy supporting many local charities. 

If you are interested in learning more about my personal approach to financial peace of mind, please contact me for a confidential consultation.

 

Mobile: (905) 931-4187

Direct: (289) 438-1641

Branch: (905) 641-9292

Email: kellsworth@assante.com

 

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Leave a Note

Please fill out the form below

Recent Posts

Are you a Canadian resident with U.S. property?

Nov 25, 2024

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

Read more

AI to drive new economic paradigm and new era of investing

Nov 21, 2024

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

Read more

I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

Read more

Kyle Ellsworth CFP®, BBA (Hons), FCSI®, RRC®, PFP®

CERTIFIED FINANCIAL PLANNER®

Office Address

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada